Creating Stores Inventory Orders from Estimates

If a work order is created that contains detailed records with a Detail field value of "MTRL," a value in the "Warehouse" field corresponding to a valid warehouse, and a Product ID that corresponds to a product stocked in the warehouse, utility WOUTSI can be run to automatically create a Stores Inventory order for the product.

To run the utility, enter the work order number to create the Stores Inventory order. The second field "Please enter the Stores Inventory Order Number" should be left to "ADD" so the seeded value for the Store Inventory order number will be used, or the user may type in an order number if desired. Note that the order number that is entered may not have been previously used. Select a Year Id from the drop-down menu list, the field must be populated even if delivery routes are not used. If no values appear in the drop-down list, the user will be required to set these up in the SIUPYR page.

When the Submit button is selected, an order is generated in the SIOEUB page for the work order number that was entered. The order will contain one line item record for each material detail record in the work order. The order needs to be edited to include additional information that is not automatically populated.

To locate the SIOEUB order for the number, refer to the report that was printed when the WOUTSI utility was run. The work order number record in the report will display the Stores Inventory Order number created in the "Order #" field. Use the Order ID to locate the record in SIOEUB. The matching order will be displayed on the page which can then be edited. The Customer ID and Addr fields on the Main tab must be updated to include a valid customer ID and an address code combination.

After all the information is entered, the store inventory order may be processed just like any other stores inventory order. When the order is filled, a transaction record will be automatically created in WOUPTR and posting of the costs of the order will occur.